Mulya.ai
Ticker
MSFT
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?9.0%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.103
Beta (levered) ?1.116
Terminal OM% ?37.8%
Segment conc. ?35% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 22.4%
Prob of failure ?0.0%
Pipeline validated · 2026-07-21

MSFT · Microsoft Corporation

$372.972026-07-21
Sector: Technology; Industry: Software - Infrastructure; Sub-Industry: Systems Software

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Bull
$528
+41.7% vs market
Base · active
$528
+41.7% vs market
Bear
$221
-40.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $221
Market $373
Base $528
Bull $528
Median $550
Market Price $373
Mulya.ai Base $528
Analysts Median $550
Mulya.ai IV range ($221 · $528)
Analysts Range ($400 · $680)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2024.Q3$211.9B44.2%18.1%$76.7B−$96.3B−$19.6B8.8%23.8%$322.1B$9.72
2025.Q2$245.1B15.7%47.3%18.4%$94.6B−$45.2B$49.4B9.7%27.4%$368.3B$11.84
2025.Q3$245.1B0.0%47.3%18.3%$94.7B−$48.2B$46.5B9.4%25.4%$378.1B$11.84
2026.Q2$281.7B14.9%48.3%18.6%$110.7B−$57.9B$52.8B9.3%26.9%$444.4B$13.68
2026.Q3$318.3B13.0%49.6%19.0%$127.8B−$72.1B$55.7B9.2%28.0%$469.8B$16.8217.6
italics below = DCF projection · 10yr Rev CAGR: 13.9%
2027.Q3$377.0B+18.5%48.7%19.1%$148.7B−$81.8B$66.9B9.0%$61.4B29.1%$551.6B$18.8719.8
2028.Q3$445.5B+18.2%48.7%19.2%$175.5B−$97.2B$78.3B9.0%$65.9B29.2%$648.8B$22.2716.7
2029.Q3$523.9B+17.6%48.7%19.3%$206.1B−$113.4B$92.7B8.9%$71.7B29.2%$762.2B$26.1514.3
2030.Q3$619.9B+18.3%48.7%19.4%$243.6B−$120.2B$123.4B8.9%$87.6B29.6%$882.4B$30.9012.1
2031.Q3$734.1B+18.4%48.7%19.5%$288.0B−$150.3B$137.7B8.8%$89.8B30.1%$1032.7B$36.5410.2
Term. Yr+$1217.1B4.1%37.9%20.0%$368.5B−$67.5B$301.0B8.6%$2873.3B22.4%
Active scenario IV: $528 (+41.7% vs market)